Category Archives: Xero

Xero the Hero: Customize Your Dashboard

old instruments customizing dashboard in xero

We love how Xero lets you customize so many things. Did you know that you can edit your dashboard in Xero? We think customizing your dashboard is a great feature! Today we will show you the steps to customize your dashboard. 1. Navigate to your Xero Dashboard. If you login to your Xero account directly, […]

Xero the Hero: Transfer Bank Rules

We have all been eagerly awaiting bank transfer rules. We are so excited to find out that this Xero update has been released! What exactly are bank transfer rules and why are we so excited about them?  What are Transfer Rules? Bank transfer rules are basically bank rules for bank transfers and credit card payments. […]

Automation in Xero Part III: Repeating Journal Entries

Beyond Balanced Books

Welcome to Part Three of our series on automation within Xero. We are focusing on ways you can use Xero to automate and streamline your bookkeeping. We have already discussed how you can use Repeating Invoices & Default Settings. Now we will touch on how you can setup Repeating Journal Entries. Manual Journals are used by […]

Automation in Xero Part II – Default Settings

typing default settings

We are continuing our series on how to get more automated within Xero. Earlier this month, in Part One, we discussed how to use repeating invoices. This week, we will focus on how you can use Xero’s default settings to save you even more time! Xero’s Default Settings When we talk about default settings, we […]

Automation in Xero Part I- Repeating Invoices

rice rows repeating invoices

Automation is ever important in our world today. We all want more time, but seem only to have less of it. By making our lives more streamlined and automated we can save time.  Saving time can lead to saving money too. Over the next few weeks, we will be discussing ways that you can be […]

Do You Want To Get Paid Faster? Xero Hour Recap

Everyone wants to get paid faster. Last month at Xero Hour San Jose we discussed ways to get paid faster. It was a lot of fun! In case you weren’t able to make it to Xero Hour in June, we will summarize a few of the points we discussed. We talked about different payment solutions that integrate […]

Xero the Hero: Tracking Categories

Beyond Balanced Books

Today we are featuring one of our favorite industries of all times – construction contractors!  We have found that using tracking categories in Xero works well for construction contractors. What are Tracking Categories? Tracking categories are used in Xero to see how different areas of your business are performing.  Additionally, they allow you to run […]

Xero the Hero: Billable Expenses

Beyond Balanced Books

Have you heard of the billable expenses feature in Xero? It is a handy feature that can be especially good for construction contractors.  What are Billable Expenses? Billable expenses work by being able to assign a certain expense to a customer when you are entering a bill or spend money transaction. You can opt to […]